Dynamic Planner
Hybrid advice revolution shows no sign of stopping
Just 23% of firms have returned to a majority face-to-face model
PEOPLE MOVES: Scottish Widows, Schroders, Invesco
Insurer names CEO, as asset manager makes c-suite changes in Apac
Dynamic Planner eyes UK and Europe expansion with PE investment
Funding will ‘take the business to the next level’
PE firm eyes majority stake in Dynamic Planner
Deal is reportedly valued at £27m
Dynamic Planner eyes Europe expansion
As it hires ex-managing director of Avaloq to lead the company’s growth across the region